Microsoft Announces Dynamics
CRM App For Outlook
The CRM app for Outlook
has been introduced in the CEM 2015 Update 1 as a preview feature and it is
completely supported with CRM Online 2016. The CRM On Preview Support will be
made available with CRM 2016 Update 1.0.
Microsoft Dynamics
CRM App for Outlook
is a lightweight app, which you will easily be able to use in order to view
Microsoft Dynamics CRM information and also track email from within Outlook.
The CRM data will appear right in your Outlook Inbox.
The CRM App for
Outlook is now available in Outlook Web Access (OWA) too, the Desktop Outlook
(Laptop or PC) and also as a Mobile App (for Tablets and Smartphones).
According to the
official blog, the Dynamics CRM App for Outlook allows you conduct the
following features without the need to configure or install.
- Work in the familiar Outlook
environment,
- Easily track/ untrack emails
wherever you are
- Convert an email message into a
new CRM Record.
- Create CRM contact records for
people on the from list that aren’t already included in the CRM database.
- Preview information about
contacts and leads stored in CRM.
- Open CRM records directly to
find or enter more detailed information.
- Create new CRM records for any
entity, as long as the entity has been enabled for mobile (*) and for
multi-entity search.
Only entities enabled
for mobile are visible in the CRM App for Outlook. To enable an entity for
mobile you need to access the specific entity under Settings ->
Customization -> Customize the System and mark “enable for mobile.”
Eligibility
Requirements & Deployment
The CRM App for
Outlook can be facilitated only for CRM Online 2016 or later deployments.
Dynamics CRM App for Outlook now available for Microsoft Dynamics CRMon-premises is planned for CRM 2016 Update 1.0.
Mailbox Settings
It is necessary to
ensure that the user’s mailbox is configured to synchronize incoming emails
through Server side Sync.
User Settings
User needs to have a
minimum set of privileges so as to qualify as an eligible user for the CRM App
for Outlook. The minimum level of permissions is described in the picture:
Users can also add the
App to their Outlook by accessing Personal Options, Apps for Dynamics CRM.
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